EVM

Eaton Vance California Municipal Bond Fund
EVM

Overview Fund Activity

48 hedge funds and large institutions have $49.4M invested in Eaton Vance California Municipal Bond Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$4.64M
2
RCG
Regatta Capital Group
California
$3.24M
3
AAM
Advisors Asset Management
Colorado
$3.52M
4
Morgan Stanley
Morgan Stanley
New York
$2.82M
5
HWAM
Hennion & Walsh Asset Management
New Jersey
$2.71M

Top Sellers

1
MC
Matisse Capital
Oregon
$155K
2
MIAN
Mariner Independent Advisor Network
Kansas
$599K
3
GC
Guggenheim Capital
Illinois
$3.05M
4
Bank of America
Bank of America
North Carolina
$518K
5
WAM
Wolverine Asset Management
Illinois
$706K
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
26
Quantedge Capital
Singapore
$312K -$112K -13,141 -26%
Kayne Anderson Rudnick Investment Management
27
Kayne Anderson Rudnick Investment Management
California
$298K – – –
Ameriprise
28
Ameriprise
Minnesota
$265K +$57.4K +6,757 +28%
MA
29
MKT Advisors
California
$237K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$196K -$5.95K -702 -3%
VCM
31
Vivaldi Capital Management
Illinois
$194K -$59.2K -7,049 -23%
LPL Financial
32
LPL Financial
California
$185K +$486 +57 +0.3%
DI
33
Diligent Investors
California
$170K – – –
MC
34
Matisse Capital
Oregon
$155K -$734K -86,097 -83%
Osaic Holdings
35
Osaic Holdings
Arizona
$148K +$8.51K +1,003 +6%
SW
36
SteelPeak Wealth
California
$147K – – –
RPCA
37
Running Point Capital Advisors
California
$128K – – –
ACM
38
Alethea Capital Management
Washington
$116K – – –
LCM
39
Landscape Capital Management
New Jersey
$109K -$48.1K -5,680 -31%
Cerity Partners
40
Cerity Partners
New York
$90K – – –
RJFSA
41
Raymond James Financial Services Advisors
Florida
$89K – – –
First Trust Advisors
42
First Trust Advisors
Illinois
$87K +$87K +10,181 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$41K – – –
CCM
44
Covington Capital Management
California
$28K +$28K +3,333 New
SPIA
45
Steward Partners Investment Advisory
New York
$26K – – –
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$9K +$9K +1,080 New
UB
47
UMB Bank
Missouri
$6K – – –
AFG
48
Albion Financial Group
Utah
$5K – – –
AC
49
Almitas Capital
California
– -$235K -25,361 Closed
RJA
50
Raymond James & Associates
Florida
– -$149K -16,086 Closed
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2
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